TipRanks
Go Ultimate55% OFF

Searcy Financial Services Inc /Adv - Michael Searcy

403 Followers

Searcy Financial Services Inc /Adv Portfolio Activity as reported in the most recent 13F form, for the period ending Sep 30, 2026

Searcy Financial Services Inc /Adv Portfolio Activity

IWL
iShares Russell Top 200 ETF
ReducedGeneral$186.37($179.46-$193.28)-2.11%33.30M11.91%
VO
Vanguard Mid-Cap ETF
ReducedGeneral$81.62($78.65-$84.59)-2.89%30.68M10.97%
VB
Vanguard Small-Cap ETF
ReducedGeneral$297.00($284.49-$309.51)-2.37%30.37M10.86%
AVDE
Avantis International Equity ETF
ReducedGeneral$91.48($88.14-$94.82)-1.88%30.20M10.80%
PPA
Invesco Aerospace & Defense ETF
ReducedGeneral$170.50($155.32-$185.68)-1.52%15.96M5.71%
AMLP
Alerian MLP ETF
ReducedGeneral$53.96($51.48-$56.43)-2.08%15.65M5.60%
GOOG
Alphabet Class C
ReducedCommunication Services$348.35($314.89-$381.81)-1.94%15.36M5.49%
AAPL
Apple
ReducedTechnology$317.27($289.19-$345.34)-3.66%15.05M5.38%
VFH
Vanguard Financials ETF
ReducedGeneral$137.04($130.89-$143.20)-1.85%14.57M5.21%
EZU
iShares MSCI Eurozone ETF
ReducedGeneral$69.75($67.30-$72.19)-1.63%14.30M5.11%

Measured Performance

Searcy Financial Services Inc /AdvAverage Hedge Fund PortfolioS&P 5000%100%200%2018202020212022202420252026

Searcy Financial Services Inc /Adv activity FAQ

What is Searcy Financial Services Inc /Adv’s portfolio gain since Dec 2018?
Searcy Financial Services Inc /Adv’s portfolio gain since Dec 2018 was 157.26%.
What is Searcy Financial Services Inc /Adv’s Sharpe Ratio?
Searcy Financial Services Inc /Adv’s Sharpe Ratio is 3.71.
What is Searcy Financial Services Inc /Adv’s 13F portfolio value?
The value of Searcy Financial Services Inc /Adv’s holdings disclosed in its most recent 13F filing is $279.65M.
What is Searcy Financial Services Inc /Adv’s average return since the fund’s last 13F filing?
Searcy Financial Services Inc /Adv’s average return since the fund’s last 13F filing is 0.45%.
What was Searcy Financial Services Inc /Adv’s average return in the last 12 months?
Searcy Financial Services Inc /Adv’s average return in the last 12 months was 8.88%.
What was Searcy Financial Services Inc /Adv’s average return in the last 3 years?
Searcy Financial Services Inc /Adv’s average return in the last 3 years was 20.04%.
What period does Searcy Financial Services Inc /Adv’s most recent 13F filing cover?
Searcy Financial Services Inc /Adv’s most recent 13F filing reports holdings for the period ending Sep 30, 2026.
Who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.

TipRanks & Hedge Funds: TipRanks measures the performance of Michael Searcy and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio. See how TipRanks ranks experts and calculates performance.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.